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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUNITY INS. CO. OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,314 |
VALMARK ADVISERS INC8 years Filed as: VALMARK SECURITIES INC Service code 55 | Other Commissions | $36,845 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 | Contract Administrator | $3,695 |
Filed as: KDP RETIREMENT PLAN SERVICES INC. Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $1,575 |
VALMARK ADVISERS INC8 years Filed as: VALMARK SECURITES INC. Service code 55 130 SPRINGSIDE DR. · ARKON, OH 44333 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,930 | $93,345-66.9% | $119,126-74.0% | $87,485-64.6% |
| Participation rate | 61.3% | 68.7%-7.4pp | 75.8%-14.5pp | 68.9%-7.6pp |
| Annual return | 3.46% | 19.08%-15.6pp | 282.11%-278.6pp | 26.06%-22.6pp |
| Employer contribution / active EE | $1,769 | $3,172-44.2% | $4,034-56.1% | $2,596-31.9% |
| Participant deferral / active EE | $3,946 | $4,099-3.7% | $5,318-25.8% | $4,274-7.7% |
| Admin fee / account holder | $325 | $8,039-96.0% | $10,693-97.0% | $7,775-95.8% |